Summer '23 (now with Moxie!)

Recent updates to the platform as of July 2023

Michelle Lee avatar
Written by Michelle Lee
Updated over a week ago

Maybe you only know the platform as Moxie or maybe you joined us when things were Hectic. Read all about that change on our blog.

Here are other updates and improvements we've made thanks to your feedback.

Custom invoicing templates

Get paid and look on-brand while doing it. Customize your invoices with images, text, line items, and attachments. Now your invoices are fully yours. Create a default template for all your clients or several templates for different clients as necessary. Read the full help article here.

Browser push notifications

Receive push notifications on your browser for the same notifications you would get in app. Click your photo in the top right corner and choose "My Profile" then the notifications tab to turn on or off browser notifications.


Ctrl/Cmd click all the things

You can now use a modifier key (Command on Mac / Control on Windows) on most navigation elements to open a page in a new browser tab. Left nav, Workspace settings, client list, project list all support opening in a new tab now.


Forms are now more customizable than ever with several ways to collect information (short text, long text, date, check boxes, multiple choice, radio boxes) plus the ability to add page breaks, containers, and dividers.

More about forms here.

Sales pipeline

A CRM built specifically for freelancers. Add new opportunities by adding them automatically from forms or manually entering them as they arise (more details here). Then forecast your income by filtering the opportunities you feel the best about.

Manage all your clients, reviews, and follow-up with Moxie's Sales Pipeline. Add default to-dos with dates for every opportunity. Collect any necessary information from a form and automate your onboarding process with automations.

Client portal custom pages

In addition to creating custom pages to welcome or inform your clients, you can now create a custom page per each client (if you'd like). Click "visible to all clients" to open a dropdown that allows you to select which client(s) you'd like to share this custom page.
More about custom pages here.

Did this answer your question?